Lasting relationships. For all that matters

Three generation family walking on the beach

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Plans

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Alexis Bishop Profile Photo

    Alexis Bishop

    Executive Director

    Branch Manager

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV

    Lexie has 21 years of experience in the financial services industry. She is currently an Associate Director at UBS Wealth Management Americas and serves as the Branch Manager for the Boston South Shore office. She works with Financial Advisors and support staff members to build efficient, streamlined practices. This approach serves to deepen existing client relationships while identifying new opportunities for growth. Lexie uses her extensive knowledge and diversified experience in the financial services industry to provide a consistent, dedicated approach to coaching and management.

    She has been with UBS for 19 years, originally joining PaineWebber from Smith Barney as an Operations Manager in the Boston Financial Advisor Training office in 2000. Since that time she has had a variety of roles including Financial Advisor, Branch Office Administrator, Regional Business Strategist, and Assistant Complex Director. In December of 2016 she became the Branch Manager for the Boston South Shore office located in Rockland, MA.

    Lexie earned her BA in Finance from Simmons College in Boston, MA. She grew up in Falmouth, Maine and continues to spend time in her home state skiing and visiting the beaches. Lexie resides in the Seaport area of Boston.

      • Simmons College in Boston, MA, BA in Finance
      • Certified Exit Planning Advisor
      1099 Hingham Street
      3rd Floor
      Rockland, MA 02370
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      Jean Delgado

      Associate Director

      Supervisory Officer

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      • CT
      • MA
      • NC

            55 William Street
            3rd Floor
            Wellesley, MA 02481
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            Maura Bigelow

            Director

            Admin Manager

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            • CT
            • FL
            • MA

                  1471 Iyanough Road (Route 132)
                  Hyannis, MA 02601
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                  Madeline Daly

                  Client Associate

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                          1099 Hingham Street
                          3rd Floor
                          Rockland, MA 02370
                        • Jackie Headshot

                          Jacqueline Riordan

                          Business Strategist

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                            Jackie is the Digital Specialist for the UBS Greater New England Market. Jackie focuses on training and educating Financial Advisors and clients on technology platforms. Her primary role is to showcase features, functionality, and benefits of UBS technology thereby increasing awareness and utilization.

                            Jackie began her career at UBS in 2012 as the Executive Team Assistant for the New England Regional Team in Boston, Massachusetts. In 2016, Jackie became the New England Region Business Strategist before moving into the Digital Specialist role.

                            Prior to joining UBS, Jackie earned her bachelor's degree in Communication from Boston College in Chestnut Hill, MA where she also served as the President for a coed hip-hop dance group on campus. Jackie and her husband, Sean, reside in Needham, MA, with their one year old son, Logan. Jackie enjoys spinning, skiing and barre fitness classes in her free time.

                                • Andrea

                                  Andrea Chamberlain

                                  Associate Director

                                  Branch Operations Manager

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                                  • ME
                                  • NC
                                  • NH
                                  • NJ
                                  • NY
                                  • TX
                                  • VA
                                  • VT

                                  Andrea has over 18 years of experience in the wealth management field, leading client associates in providing a positive and comprehensive client experience. Prior to joining UBS in early 2018, she spent over 14 years at Scottrade as the branch manager for Vermont and upstate New York. When not at work Andrea enjoys spending time with her family, hiking and gardening. Andrea currently holds the FINRA Series 7, 9, 10, 63, and 66 licenses.

                                        38 Eastwood Drive
                                        Suite 400
                                        South Burlington, VT 05403

                                      Connecting you to the deep resources of UBS

                                      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                      Multigenerational planning

                                      Multigenerational planning

                                      Accessing resources. Delivering solutions.

                                      Accessing resources. Delivering solutions.

                                      Legacy—Wealth for others

                                      For needs that go beyond your own—to help you improve the lives of others

                                      What will your legacy be?
                                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                      Learn more at ubs.com/wealthway.

                                      Backed by the strength of UBS

                                      A global leader in wealth management

                                      $2.8 trillion

                                      In invested assets globally 
                                      As of 06/30/2022

                                      51 countries

                                      Our global footprint

                                      Global leader

                                      UBS is a world-leading wealth manager

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